Reviews written by FamaFiduciary

474 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   February 27, 2024
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Thank you for continuing to educate the A4A community on this subject of insurance. The unbiased view is very useful and reassuring.

FamaFiduciaryFamaFiduciary   February 15, 2024
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FamaFiduciaryFamaFiduciary   February 12, 2024
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Thank you Fritz for another great session. The references to WSJ, Ed Yardeni and JP Morgan are helpful and useful to participants to know where you're getting your research. All...

FamaFiduciaryFamaFiduciary   February 11, 2024
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FamaFiduciaryFamaFiduciary   February 07, 2024
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FamaFiduciaryFamaFiduciary   January 30, 2024
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Thank you for this new subject matter. The speaker was knowledgeable and interesting. Look forward to hearing the next 3 installments of this series.

FamaFiduciaryFamaFiduciary   January 17, 2024
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Appreciate Craig's revisiting of these very popular charts and spreadsheet data. Much of this has been drilled into the heads of the A4A audience and that is not a bad...

FamaFiduciaryFamaFiduciary   January 10, 2024
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Fritz, thank you for another great session. Appreciate the candor on the possibility of this year (2024) being a little more uncertain due to the higher P/E multiple. Perhaps next...

FamaFiduciaryFamaFiduciary   December 19, 2023
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Thanks Craig for the useful client-friendly slides. Of particular interest were the final sets of slides related to the differences between the 7/12, the 50/50, and 100% stock returns as...

FamaFiduciaryFamaFiduciary   December 13, 2023
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Thank you Fritz. A4A membership appreciates your ongoing positive outlook and persistent optimism in the face of great negative sentiment from the financial media and others. I was skeptical of...

FamaFiduciaryFamaFiduciary   November 29, 2023
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Wow! What a great presentation today on Social Security planning. Excellent content and style exhibited by the presenter who obviously has a lot of experience talking about this subject. While...

FamaFiduciaryFamaFiduciary   November 14, 2023
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Thank you Craig for another good overview of the 60-40 portfolio as it relates to the 4% withdrawal rate and the use of RMD as an alternate methodology for retirement...

FamaFiduciaryFamaFiduciary   November 06, 2023
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Fritz' optimism is useful to skeptics and those who are not well informed about the data. Today's webinar was once again helpful in understanding the reality of what is happening...

FamaFiduciaryFamaFiduciary   November 01, 2023
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Today was another great presentation by Bob K. which is excellent for learning some of the more intricate concepts of more advanced tax planning for doctors and dentists. The slides...

FamaFiduciaryFamaFiduciary   September 19, 2023
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Thanks Fritz for another great presentation, although I am not quite as sanguine on the state of the economy and the likelihood of recession. I hope you are right though!...

FamaFiduciaryFamaFiduciary   September 18, 2023
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Aside from technical difficulties, good review of 7-12 performance over time, although perhaps more focus could have been placed on the importance of dividends in the context of a total...

FamaFiduciaryFamaFiduciary   June 14, 2023
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Thanks once again Craig for an enlightening analysis of COLA in relation to portfolio durability. Those of us who are starting to use the spreadsheet more regularly (or at least...

FamaFiduciaryFamaFiduciary   May 24, 2023
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Thank you for a detailed update of the economic landscape in the US markets. While many advisors are not quite so optimistic as Fritz it is certainly helpful to hear...

FamaFiduciaryFamaFiduciary   May 23, 2023
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It was nice to have Frank do the short introduction today to address the emotional aspect of retirees in today's uncertain environment. It was just long enough to allow ample...

FamaFiduciaryFamaFiduciary   May 22, 2023
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Thank you for a broad overview of the legal and accounting principles of the estate administration topics covered. This was helpful for those who are not often involved in this...

FamaFiduciaryFamaFiduciary   May 02, 2023
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Today's presentation was an excellent summary of the foundation concepts in understanding trust and estate tax returns. I think that the approach (using the 50,000 foot overview) is the best...

FamaFiduciaryFamaFiduciary   April 25, 2023
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Today's presentation was another good review of the basic principles of talking frankly with clients and showing deeper levels of empathy in conversations which lead to better outcomes as well...

FamaFiduciaryFamaFiduciary   April 18, 2023
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Craig's presentation today was helpful in reminding advisors of the value of staying the course and persuading clients not to panic out of a bear market. His approach today was...

FamaFiduciaryFamaFiduciary   April 17, 2023
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Thank you for a very engaging presentation today. The program followed up nicely with the prior webinars that Mark has done, and all of the evidence presented is very persuasive...

FamaFiduciaryFamaFiduciary   March 22, 2023
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Thank you for presenting both sides of the argument for and against a potential recession in 2023. Also appreciate the clear demarcation provided between the "Good" things about the economy...

474 results - showing 1 - 25  
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